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Automate client onboarding with GPT-4, Google Drive, ClickUp & Slack

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Description This automation streamlines client onboarding by instantly processing a submitted form, extracting key details from an uploaded proposal, and using GPT-4 to generate a full onboarding task list.

It then sets up the client workspace across Google Drive, ClickUp, and Slack, and sends a personalized welcome email completing in under a minute from submission.

Setup Steps

  1. Connect your Google Drive, ClickUp, Slack, Gmail, and OpenAI accounts.
  2. Customize the form fields and system prompt to match your business.
  3. Test the workflow with a sample client submission to confirm all outputs.

Estimated Setup Time: ~30–45 minutes for a first-time user familiar with n8n integrations.